20 October 2017
visit www.atos.net

Investec Ernst & Company chooses ADP for paperless trading

21 August 2001  |  2551 views  |  0 Investec Ernst & Company chooses ADP for paperless trading

South African financial services firm Investec Ernst & Company has entered a multi-year agreement with ADP Investor Communication Services to use its automated new account opening, scanning and imaging process.

ADP's new browser-based data entry system enables financial advisors to complete applications online rather than on paper. Forms, applications, welcome kits, customer agreements and other documents are then electronically scanned for distribution and storage, and vital customer information is automatically extracted and transmitted to update the firm’s name and address system.

Investec will be one of the first users of the software.

As part of the service agreement, ADP will electronically archive Investec’s library of approximately one million new account related documents, which will allow financial advisors to access information quickly, no matter how dated an account may be.

Comments: (0)

Comment on this story (membership required)

Finextra news in your inbox

For Finextra's free daily newsletter, breaking news flashes and weekly jobs board: sign up now

Related stories

Investec banks on Front Arena for global FX trading

Investec banks on Front Arena for global FX trading

16 August 2001  |  3227 views  |  0 comments

Related company news

 

Related blogs

Create a blog about this story (membership required)
visit www.niceactimize.comvisit www.fivedegrees.nl

Top topics

Most viewed Most shared
satelliteGates Foundation backs Ripple collaboratio...
8394 views comments | 13 tweets | 10 linkedin
HSBC partners Bud for open banking trialHSBC partners Bud for open banking trial
8208 views comments | 21 tweets | 26 linkedin
IBM uses blockchain to improve cross-border payments processingIBM uses blockchain to improve cross-borde...
7370 views comments | 9 tweets | 17 linkedin
Sibos 2017: API or the highwaySibos 2017: API or the highway
6746 views comments | 10 tweets | 21 linkedin
Eight banks form joint venture to launch blockchain trade platformEight banks form joint venture to launch b...
6408 views comments | 14 tweets | 23 linkedin

Featured job

Find your next job